TRIANGLE SECURITIES WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 99K | $6.80M |
 | BAC | 68K | $3.48M |
 | KKR | 61K | $7.90M |
 | ENB | 51K | $2.56M |
 | XOM | 47K | $5.26M |
 | BX | 44K | $7.53M |
 | GOOG | 44K | $10.71M |
 | NEE | 38K | $2.90M |
 | WFC | 34K | $2.82M |
 | AAPL | 31K | $7.79M |
 | DUK | 30K | $3.71M |
 | CTVA | 27K | $1.80M |
 | CPRT | 26K | $1.18M |
 | JPM | 26K | $8.15M |
 | MSFT | 26K | $13.30M |
 | LOW | 23K | $5.85M |
 | TFC | 23K | $1.03M |
 | RTX | 22K | $3.76M |
 | EMR | 22K | $2.83M |
 | KMX | 21K | $951.83K |
Brookfield Corporation
BN
Shares Held
99K
Value
$6.80M
Bank of America Corporation
BAC
Shares Held
68K
Value
$3.48M
KKR & Co. Inc.
KKR
Shares Held
61K
Value
$7.90M
Enbridge Inc.
ENB
Shares Held
51K
Value
$2.56M
Exxon Mobil Corporation
XOM
Shares Held
47K
Value
$5.26M
Blackstone Inc.
BX
Shares Held
44K
Value
$7.53M
Alphabet Inc.
GOOG
Shares Held
44K
Value
$10.71M
NextEra Energy, Inc.
NEE
Shares Held
38K
Value
$2.90M
Wells Fargo & Company
WFC
Shares Held
34K
Value
$2.82M
Apple Inc.
AAPL
Shares Held
31K
Value
$7.79M
Duke Energy Corporation
DUK
Shares Held
30K
Value
$3.71M
Corteva, Inc.
CTVA
Shares Held
27K
Value
$1.80M
Copart, Inc.
CPRT
Shares Held
26K
Value
$1.18M
JPMorgan Chase & Co.
JPM
Shares Held
26K
Value
$8.15M
Microsoft Corporation
MSFT
Shares Held
26K
Value
$13.30M
Lowe's Companies, Inc.
LOW
Shares Held
23K
Value
$5.85M
Truist Financial Corporation
TFC
Shares Held
23K
Value
$1.03M
RTX Corporation
RTX
Shares Held
22K
Value
$3.76M
Emerson Electric Co.
EMR
Shares Held
22K
Value
$2.83M
CarMax, Inc.
KMX
Shares Held
21K
Value
$951.83K